The current trucking market appears to have the trappings of a more normal cycle, similar to the one in 2013-2017. This would mean that spot rates should continue to slowly move higher from here and could fuel contract rates to inflect positively for most of next year. In this Talking Transports podcast, Ken Adamo, vice president of strategy and business development and chief of analytics at DAT Freight & Analytics, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about the state of the trucking market and what might be around the bend for the industry. Adamo also talks about the use cases for electric and autonomous trucks, challenges created by pending regulations and his love for being at the crossroads of transportation and data.

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Dislocations created by Russia’s invasion of Ukraine, low water levels in the Panama Canal and the crisis in the Red Sea have increased the demand for LNG tankers and has been a boost for time-charter rates and earnings for ship owners. Earning power will remain strong, even as they normalize lower from 2021’s peaks as rates remain well above breakeven levels for LNG tanker fleets. In this Talking Transports podcast, Oystein Kalleklev, CEO of Flex LNG and Avance Gas joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to share his insights into the LNG tanker industry. Kelleklev also talks about the orderbook of these $260 million assets, demand trends, lowering emissions and the LNG tanker market becoming more dynamic following the 2011 Fukushima disaster.

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The next catalyst for truck dealers might be a rush to order vehicles late next year ahead of the US EPA’s 2027 emissions rules, which could increase the costs of trucks by about $30,000 over traditional diesel engines. Buyers are already facing higher costs from inflationary pressure that pushed up prices for new over-the-road trucks by 20-25% over pre-pandemic levels. In this Talking Transports podcast, Brian Fyda, vice president of Fyda Freightliner, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights into how truck dealers are navigating these challenges. Fyda also talks about inventories, the used-equipment market, the CDA cyberattack, electric truck demand and what it’s like to work in a family business.

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